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BookingKoala + SignerX.com

Create and send SignerX documents for signature for new BookingKoala bookings

This integration ensures all necessary documents are sent for signature quickly and efficiently, saving you time and ensuring a seamless experience for your clients. As soon as a new booking is made in BookingKoala, a document is automatically created from a template and a role-based invite is sent through SignerX.

When this happens...
New BookingTriggers when a booking is created.
TriggerInstant
automatically do this!
Pre-Fill a Template and Send for SignaturesUse any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
ActionWrite

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More things you can do with BookingKoala and SignerX.com

Discover other triggers and actions you can use with BookingKoala and SignerX.com

Booking Card Hold
Triggered when booking's card put on hold.
Trigger
Instant
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Booking Charge Declined
Triggered when booking charge is declined.
Trigger
Instant
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Booking Cancelled
Triggered when booking is cancelled.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Trigger
Instant
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Charge Invoice
Triggered when invoice is partially paid/ fully paid.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Quote
Triggered when quote is created.
Trigger
Instant
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Provider Deleted
Triggers when a provider is deleted.
Trigger
Instant
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Provider Updated
Triggers when a provider profile is updated.
Trigger
Instant
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Update Invoice
Triggered when invoice is updated.
Trigger
Instant
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Package Created
Triggers when a new package/document has been created.
Trigger
Polling
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Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
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- Package or Template ID
Trigger
Polling
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- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
Action
Write

Booking Charged
Triggered when booking is charged.
Trigger
Instant
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Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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New Invoice
Triggered when invoice is created.
Trigger
Instant
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Booking Deleted
Triggered when booking is deleted.
Trigger
Instant
Try It
New Booking
Triggers when a booking is created.
Trigger
Instant
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New Provider
Triggers when a provider is created.
Trigger
Instant
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New Rating
Triggers when a customer rates your service.
Trigger
Instant
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Provider Payout
Triggers when provider payments paid
Trigger
Instant
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Booking Updated
Triggers when a booking is updated.
Trigger
Instant
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- First Name
- Last Name
- Email
  Required
- Phone Number
- Referrer Path
- Referrer Source
- Address
- City
- State
- Zipcode
- Country
- Apt
Action
Write
Template Published
Triggers when a template has been published.
Trigger
Polling
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Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
Try It
- Choose a Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write

About BookingKoala

BookingKoala is a booking platform for service businesses such as cleaning, dog walking, spa, and tutoring services.

HelpHelp

Related categories

Scheduling & Booking

About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

HelpHelp

Related categories

Documents